The chip giant has been a big beneficiary of the AI boom, with stock trading 132% up so far in 2026.
盘后总结
01主要指数盘后表现为：标普 500+5.57%，纳斯达克综合指数+7.86%，道琼斯工业平均指数+5.34%，罗素 2000+3.88%，盘面强弱需要结合板块与个股分化观察。
02重点股票中，波动较大的标的包括：SNDK+32.94%，MRVL+29.14%，MSFT+24.82%，ORCL+22.63%，反映资金在科技、ETF 与权重股之间重新定价。
03市场温度方面，估值温度66°，PE 百分位74%，恐慌贪婪指数60 · 贪婪，可用于观察估值、风险偏好和市场情绪所处位置。
04美债利率方面，5Y4.33%，10Y4.63%，20Y5.18%，30Y5.17%，利率水平仍是观察成长股估值和风险偏好的关键背景。
05汇率和加密资产方面，美元 / 人民币-0.38%，比特币+2.98%，以太坊+3.49%，SOL / USDT+2.91%，可作为美元流动性和风险资产偏好的辅助观察。
06今日共聚合 12 条主要财经新闻，来源包括 Yahoo Finance、CNBC Markets、MarketWatch、NYTimes Business、U.S. Treasury、multpl.com、CNN Business。
07本页为盘后信息整理，重点呈现指数、重点股票、估值温度、利率和主要新闻的同屏复盘。
08若部分实时行情源返回延迟或空值，系统会保留可用数据并在下次自动生成时继续刷新。
来源：Yahoo Finance、CNBC Markets、MarketWatch、NYTimes Business、U.S. Treasury、multpl.com、CNN Business
主要新闻
Roundhill Investments' DRAM became a blockbuster ETF in record time on the memory trade. It's back with a new fund targeting another AI tech theme: photonics.
Retail investors were doing what they do best on Wednesday: Buying the dip in SpaceX shares aggressively, even as the company’s stock sank after it released its first earnings report.
Trump's latest remarks signaling again that a deal with Iran to reopen the Hormuz Strait is close at hand drove oil prices lower and sent stocks soaring.
CEO Elon Musk said SpaceX would hit $1 trillion in annual revenue in 2030 versus a previous forecast of 2031 as he looked to strike an bullish tone.
The U.S. Treasury joined efforts in Tokyo to stem the yen’s slide against the dollar, highlighting the broader risks posed by turmoil in Japanese markets.
The price of oil fell sharply on hopes that talks were progressing on reopening the Strait of Hormuz.
While Figma’s consumption-based AI monetization strategy is showing promise, the company’s margins are taking a hit.
SpaceX CEO Elon Musk said his company will only use Nvidia’s chips to build its AI.
Jeff Dean, Google’s chief scientist and one of its first employees, is leaving to launch his own company.
The strength of its GLP-1 business suggests the stock still has more room to run.
The S&P 500 rose 1.8 percent, pushing past its previous peak at the start of June and capping a big turnaround from a recent sell off in technology stocks.